Case Study Number 1:

Sylvia Light’s Retirement Portfolio Proposal:


Total Amounts:
Allocated funds:
Individual Retirement Account (IRA):
$78,000
$78,000
Certificate of Deposits:
$234,000
$42,000
Checking Account:
$3,500
$3,500
Annuities:

$110,000
Municipal Bonds:

$45,000
Stock Funds:

$37,000
Grand Total:
$315,500
$315,500




Case Study Number 2:



I chose the bar chart because it clearly shows the sheer amount of how much correspondence is done via technology rather than physical letters. The bar chart was nice in the fact that it showed both visual lines and the exact numbers of data.